When a patient/client answers a question on a Form that you have sent them, you may want that question, if answered, to be directly added to the Snapshot or the Pinned section. You would designate questions as Auto-Pinned or Auto-Snapshot. You can also mark questions as Required.
- Add a Form from a Noterro Template, from an Existing form in your clinic, or start a New Form
- Add a Section
- Add Question
- Designate questions Required, Auto-Pin or Auto-Snapshot